7 Steps To Migrate From eTapestry to Salesforce
In some ways, Salesforce and eTapestry are just incompatible. Issues such as fundraising structures, personas and organization links can be minefields during the big move.
4 Things Nonprofits Should Do With Donation Forms
Online donation pages are vitally important to a nonprofit and here at KELL we have the opportunity to look at a ton of them and
4 Traits To Look For In A Salesforce Admin For Your Nonprofit
Finding the best match for your organization can make or break the integrity of your Salesforce CRM. So before you go on the hunt for
5 Tips For Effective Salesforce User Adoption
One of the most commonly overlooked components when implementing Salesforce (or any new system or process for that matter) is user adoption. You can invest
6 Pro-Tips for Migrating Data to Salesforce
Data migration involves much more than simply downloading a file from your legacy system and uploading it to Salesforce. This guide includes six recommendations based
The Salesforce Report Every Nonprofit Should Read
Sponsored by KELL, this Idealware Report compiles years of knowledge from the nonprofit industry’s most experienced Salesforce consultants into a single source. Whether you’re just
Data Checklist for Moving Your Advancement Office from The Raiser’s Edge to Salesforce
If your Advancement office is planning to move from The Raiser’s Edge to Salesforce, you’ll likely face a bit of a learning curve when migrating
7 Steps To Migrate From Raiser’s Edge to Salesforce For Nonprofits
In some ways, Salesforce and The Raiser’s Edge are just incompatible. Issues such as data entry, connections and structures can be minefields during the big
Why Your Organization Should Use A Salesforce Sandbox
Once you’re up and running with Salesforce, it’s always a best practice to make certain types of configuration changes in a sandbox first. In this guide,
Salesforce for Education: Beginner’s Guide for Success
Are you ready to get the most out of Salesforce? Every implementation, big or small, requires some upfront planning. We’ve put together this guide to walk you